Trust Officer Job at Gpac, San Francisco, CA

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  • Gpac
  • San Francisco, CA

Job Description

We are seeking a Trust Officer with a strong background in trust and estate administration for a full-time position with a growing boutique firm dedicated to providing trustee and fiduciary services. Our Trust Officers serve as relationship managers to our clients by providing support and guidance in managing their trust and estate administration needs.

The ideal candidate will possess superior communication and interpersonal skills and have three or more years of experience as a trust officer. This is a great opportunity for candidates looking to advance their career with a competitive salary.

Qualifications & Skills:

* Bachelor's Degree required (graduate and law degrees are desirable)
* 3+ years working experience in trust and estate administration required
* Experience as a Trust Officer, Trust Relationship Manager, or similar position
* Comprehensive understanding of the role of fiduciaries and delivery of trust services
* Experience working on complex trust issues for high net worth individuals
* Proficient working with Microsoft Office and Windows operating environment
* Exceptional written and oral communication skills
* Ability to manage multiple priorities and meet deadlines
* A degree or background in Tax is preferred, but not required

Essential Duties:

* Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business
* Complete all necessary regulatory reporting regarding trust accounts
* Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations
* Identifying and reporting compliance/risk related matters as well as assisting with the management and mitigation of risk
* Acting as a fiduciary while protecting the interests of the trust company and working in a fiduciary capacity for your clients
* Build multi-generational relationships with members to retain assets held in trust
* Maintain awareness of emerging products and services and new developments in the industry
* Stay current on all laws and regulations related to the administration of trust accounts

Benefits:

* Close-knit, collaborative office environment
* Competitive compensation, supplemented with bonuses
* No billable hours
* Advancement track to Shareholder
* Health/medical benefits
* 401(k) savings plan

To apply, please forward your resume in confidence to Jordan at jordan.wheeler@gogpac.com, or reach out directly for more details on this opportunity.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Tags

Full time, Work experience placement,

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